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Legacy Wealth Management (Tennessee)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-43,120
Closed -$602K – 20
2022
Q3 		$602K Sell
43,120
-5,652,056
-99% -$88.5M 0.06% 15
2022
Q2 		$82.6M Buy
5,695,176
+210,632
+4% +$3.37M 10.1% 4
2022
Q1 		$103M Buy
5,484,544
+67,096
+1% +$1.22M 12.24% 3
2021
Q4 		$111M Sell
5,417,448
-36,648
-0.7% -$733K 12.72% 3
2021
Q3 		$101M Sell
5,454,096
-15,056
-0.3% -$287K 12.67% 3
2021
Q2 		$99.8M Sell
5,469,152
-72,512
-1% -$1.25M 12.51% 3
2021
Q1 		$89.9M Buy
5,541,664
+91,536
+2% +$1.49M 12% 4
2020
Q4 		$87.5M Sell
5,450,128
-35,176
-0.6% -$533K 11.61% 3
2020
Q3 		$79M Sell
5,485,304
-103,592
-2% -$1.44M 12.07% 3
2020
Q2 		$70.9M Buy
+5,588,896
New +$65.2M 11.58% 4
2017
Q1 		– Sell
-12,840
Closed -$89.6K – 59
2016
Q4 		$89.6K Buy
+12,840
New +$88.8K 0.02% 18

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHG Position: Q4 2022 in Review

Legacy Wealth Management (Tennessee) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 43,120 shares — an estimated $602K sold.

Legacy Wealth Management (Tennessee) first reported a position in SCHG in Q4 2016 and held it in 11 quarters. The position peaked at $111M in Q4 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Legacy Wealth Management (Tennessee) reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 43,120 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $602K.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 11 quarters.
  • Legacy Wealth Management (Tennessee)'s Schwab US Large-Cap Growth ETF position peaked at $111M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q4 2022, filed 18 Jan 2023.